Claims Associate
Core
Administrative support for a Life Insurance business, focusing on client communication, meeting coordination, and process follow-up.
Role type
Administrative Associate / Assistant
Builds
Client meeting schedules, application tracking, and client communication reports
Domain
Life Insurance / Administrative Services
Deliverable
product features
Required skills
Calendar management, document preparation, client communication, digital marketing support, payment follow-up, CRM data management
Preferred skills
Knowledge of Australian life insurance products, EDM creation, AI tool usage
Technologies
Gmail, Outlook, HubSpot, CDM, OmniLife, Canva
Responsibilities
Manage email and calendar scheduling; Coordinate meetings and appointments; Prepare and track documents; Maintain client information in CRM; Draft client communications; Support digital marketing tasks; Chase payments and superannuation fund changes
Seniority
Junior, individual contributor